Gift acceptance and due diligence

The basics and beyond.

Charities are inherently risk averse, but one area of risk often left to languish is in gift acceptance. As we well know, not having the right policies in place, and then implementing them, can leave your organisation open to serious reputational and financial risk.

Before embarking on major gift fundraising, it is critical to have your gift acceptance policy in place. Due diligence research against your gift acceptance policy is a vital part of any major gift fundraising and helps you stay on the right side of compliance.

What do you need to think about in putting together or reviewing your gift acceptance (and rejection) policy? What procedures do you need to have in place for a robust due diligence programme?

Trainer

Kerry Rock of Prospecting for Gold.

Content

This webinar will explore:

• The fundamentals of gift acceptance and due diligence
• Regulations and codes
• The role of due diligence in fundraising
• Roles and responsibilities
• Considerations in conducting due diligence research

There will be plenty of time for questions and discussion.

from UK Fundraising https://ift.tt/3nVtZLD